Requirement For Investment Counselor – Kolkata

4 - 7 Years
INR 6,00,000 - 10,00,000 PA.
Posted: 31 days agoOpenings: 1Job Applicants: 52Job Views: 212

Job Description

The Investment Counselor will have to undertake the following responsibilities:
Analyze all products such as Equity, Mutual Fund, Insurance, structured products, RE/PE funds etc. available
Understand the new products launched and explain to the sales team (Both the product and process)
Understand customers needs & requirements and accordingly suggest products mix
Act as an intervening link between the research, products & solutions team and the Wealth Advisors
Understand research outputs and explain it to the WAs
Coordinate with the Portfolio Managers and Research analysts (products team) for taking investment decision for the clients
To elp in the process of drafting & modification of the Financial Plan of the clients and streamlining the process of doing that
Prepare and modify Financial Plans as required by clients in conjunction with Wealth Advisors

Interested candidates can share their profiles @

Salary: INR 6,00,000 - 10,00,000 PA.

Industry:Banking / Financial Services / Broking

Functional Area:Financial Services, Banking, Investments, Insurance

Role Category:Operations/Processes/Finance/Legal

Role:Finance/Budgeting Manager

Employment Type:Full Time, Permanent


Desired Candidate Profile

Please refer to the Job description above

Company Profile

Karvy Stock Broking Limited

Karvy Stock Broking Limited

KARVY, is a premier integrated financial services provider, and ranked among the top five in the country in all its business segments, services over 16 million individual investors in various capacities, and provides investor services to over 300 corporates, comprising the who is who of Corporate India. KARVY covers the entire spectrum of financial services such as Stock broking, Depository Participants, Distribution of financial products - mutual funds, bonds, fixed deposit, equities, Insurance Broking, Commodities Broking, Personal Finance Advisory Services, Merchant Banking & Corporate Finance, placement of equity, IPOs, among others. Karvy has a professional management team and ranks among the best in technology, operations and research of various industrial segments
View Contact Details+

Recruiter Name:Priyanka

Contact Company:Karvy Stock Broking Limited


Send a Query

Please provide your email address

Please enter your query

Supported Formats: doc, docx, rtf, pdf Max file size: 2MB

Please agree to the terms and conditions to continue.